SWGC
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Summit Wealth Group (Colorado)’s Vanguard Mid-Cap ETF VO Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Buy
+3,629
New +$1.02M 0.26% 89